WCEP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN CARLOS, California
CRD number
316664
Registered since
November 15, 2021

Firm profile

FINTRX

Overview

Wcep Management LLC is an LLC that registered with the SEC in 2021 and is owned by an individual. The firm functions primarily as an adviser/sponsor and general partner, serving as a managing member of pooled investment vehicles rather than operating as a traditional cash-advisory RIA. It does not identify as an active ESG investor, is not designated a multi-state adviser, and is not set up as a capital allocator or pension consultant in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Alexander Lazovsky

    Co-FounderCRD 7048150

  • Anton Baranchuk

    Co-Founder and Managing PartnerCRD 7435813

  • Sergey Yushin

    Co-Founder and Managing PartnerCRD 7435809

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN CARLOS, CA

SAN MATEO

Location

SAN CARLOS, CA

Headquartered in SAN CARLOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
703 Crestview Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth